• Ensures all program revenue streams are reported to Leadership Team daily. • Assists in revenue and growth projections for all revenue streams. • Works across functional departments to provide back-up and support with the expectation that this position could transition duties based on the needs of the business. • Develops and implements reporting tools and dashboards to enhance visibility and accuracy of financial data. • Implements performance metrics and KPIs to assess product success and areas needing improvement. • Analyzes and reviews financial information prior to submitting it to external departments and business partners. • Leads or assists in developing project management work for all areas of the business, and collaborates with product integration - development and delivery • Reviews and recommends policy changes, assess internal control structure on a regular basis and recommends changes to benefit the Tax division and company. • Manages and provides administrative oversight for a team that supports product operations and strategic partner relationships. • Monitors and analyzes product performance and operating trends across all revenue streams • Collaborates with sales – with high value partner optimization, software partner/transmitter relationships, optimize CRM tools • Works with other areas of focus that include special projects, product delivery, loss prevention, ERO experience, & profitability. • Collaborates with our ERO lending portfolio management team to enhance delivery, strategic planning and profitability. • Understands the ERO lending process for support as a back up to primary owner • Collaborates with our Merchant Services team to enhance delivery, product offering and align with strategic plan. • Collaborates with our shared service functions within the bank that are part of our overall development and delivery of products and services that include compliance, legal, risk management, accounting, & others • Other duties as assigned.